Sat.Nov 30, 2024

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Schedule for Week of December 1, 2024

Calculated Risk

The key report this week is the November employment report on Friday. Other key indicators include the October Trade Deficit, the November ISM manufacturing index and November vehicle sales. -- Monday, December 2nd -- 10:00 AM: ISM Manufacturing Index for November. The consensus is for 47.5%, up from 46.5%. 10:00 AM: Construction Spending for October.

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Saturday links: EV uncertainty

Abnormal Returns

EVs Uncertainty reigns in the EV space. (wsj.com) Rivian ($RIVN) scored a big loan to build a Georgia EV plant. (caranddriver.com) A fully electric version of the Chrysler Pacifica minivan is in the planning stage. (electrek.co) A look at Norway where EVs rule. (bloomberg.com) Autos How China became the world's biggest auto exporter. (nytimes.com) Baidu is building robotaxis for less.

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Real Estate Newsletter Articles this Week: National House Price Index Up 3.9% year-over-year in September

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • Case-Shiller: National House Price Index Up 3.9% year-over-year in September • New Home Sales Decrease Sharply to 610,000 Annual Rate in October • Fannie and Freddie: Single Family and Multi-Family Serious Delinquency Rates Increased in October • Final Look at Local Housing Markets in October and a Look Ahead to November Sales This is usually published 4 to 6 times a week and provides more in-depth analys

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Get in, Loser—We’re Chasing a Waymo Into the Future : Tailing a robotaxi for hours and hours is weird. And revelatory. And jealousy-inducing. But a driverless world is coming for all of us. So close the door and buckle up. ( Wired ) • The slow, steady, frustrating, relentless, remarkable rise of Reddit : After nearly two decades, Reddit is breaking out into th

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.